Upcoming Webinar Wednesday April 28th at 11am PDT – Royalty Roundtable – What you need to know when investing in royalty companies
Click here to register for free!
Welcome to another KE Report webinar! We are excited to have some of the best mid-tier royalty companies joining us. We will be focusing on a wide range of topics all focused on what you need to consider when investing in royalty companies.
The webinar is scheduled for Wednesday April 28th @ 11am PDT.
Guest on this webinar include:
- Brett Heath, President and CEO of Metalla Royalties and Streaming (TSX.V:MTA – NYSE:MTA)
- Vincent Metcalf, CEO of Nomad Royalty (TSX:NSR – OTCQX:NSRXF)
- Dan O’Flaherty, CEO of Maverix Metals (TSX:MMX – NYSE:MMX)
- Fredrick Bell, President and CEO of Elemental Royalties (TSX.V:ELE – OTCQX:ELEMF)
- Alex Tsukernick, President and CEO of Nova Royalty Corp. (TSX.V:NOVR)
We will also be taking attendee questions. You can send your questions in early to Fleck@kereport.com.
Bonzo you are missing all the mid-tier and smaller royalty companies in your list, which have outperformed the big boy royalty companies you mentioned. I do like (SAND) Sandstorm that you mentioned though.
Currently I’m holding these royalty companies in my portfolio:
Sandstorm
Metalla
Maverix
Nomad
Elemental
Vox
Ely Gold
Sailfish
Golden Valley
I’m waiting for Sailfish to sell their assets to other royalty companies, or for them to get acquired, so I can rotate into Osisko, Altius, Anglo Pacific, Trident, or Orogen.
Ever Upward!
Added a little to my Nomad position today.
Nice move Doc. I remain very impressed with Nomad, their cashflowing royalties, their development projects, and funds on tap to do more deals in the next year. They also seem undervalued compared to their mid-tier royalty peers on a few metrics, as does Vox Royalty.
I agree plus I like their technicals right now.
+1 😀
I forgot to say to buy OR below 10. I own all 5.
Looking forward to the Royalty Roundtable. I currently hold Ely and Sand but almost picked up Elemental because of their share structure. We will see…
+3 Gotta have some Sandstorm, and yes Ely for all Nevada NSRs, and Elemental has quite a pipeline of royalties with more or an Aussie focus.
The only royalties I own are sandstorm, osisko, and Nomad.
Sorry, also a position in Orogen.
Well that makes sense Doc, because you are only 40% deployed at this point. Maybe after the next few months you’ll get a few more royalty positions brewing. Or maybe after you check out this Royalty Roundtable you’ll feel encouraged to do a little “nibbling…” 🤑😉
Ex, when this next pullback comes, I’ll be doing more then nibbling—I’ll start to take measured bites. The final event will be cannibalism.
Sounds like a solid plan and quite the feast!
+1
Getting reading to soon to start buying impact and Scorpio and whatever else keeps free falling since august top.
Glen
That’s a funny statement, Glen. Most miners quit falling almost 2 months ago and “free falling” never did describe Scorpio’s action.
https://stockcharts.com/h-sc/ui?s=SGN.V&p=W&yr=3&mn=11&dy=0&id=p46620666063
It is also plain wrong to say that IPT has been free falling since August. It has performed the way it always has by leveraging the action in silver. So there’s been a few deep plunges that offered great trading opportunities (which I took advantage of). It dipped 37% in August and then rallied back to $1.12, then it dipped 20% in November before rallying to $1.19 and dipped 33% in January before quickly rallying 55% to $1.22. It wasn’t until late March that it FINALLY took out its August low by a measly 12% (that’s almost 7 months later).
https://stockcharts.com/h-sc/ui?s=IPT.V&p=W&yr=3&mn=11&dy=0&id=p04518197255
All I need to know about royalty companies is to buy FNV@25, buy RGLD@26, buy WPM@9, and buy SAND@4 and hold them forever or until gold goes to 8K. That’s Bonzo’s advice.